Okay, welcome to the quote hard. Yeah. Or a way of sending automated emails, uh, automated responses for your happiness quiz. Now I don't want to, it's kind of like a lame title, cause it might sound scary. It's just that it's a little bit more difficult than the simple way, but don't take that as it's, you know, the hardest thing you'll ever do, it's not the case.
It just adds a few additional steps. And I did want to add if you are somebody that. Also watch the simple way, or you plan on watching both ways. You do have to treat each of these, um, videos as their own. So you have to kind of start from scratch because we do different things inside of our convert ConvertKit account.
We do different things on the Typeform itself. So just know that you can't like mix and match the simple way and the hard way it's kind of one or the other, um, both are easy to like. Undo and do the other, I just wanted to be clear that you can't like mix and match. So if you are coming from the other one, you want to start kind of over from scratch with your ConvertKit account.
Uh, and, uh, same vice-versa. So I just wanted to have that little, um, preamble, if you will, until we jump into the work again, and we will be starting with our type form. Now, this is where we last left our type form. And the thing that we need to do first is we actually need to add. Uh, four endings, uh, or excuse me for additional endings for five total.
And they all, we want them to all look the same because I, again, I've said this before, I don't like to show results on the results page, uh, meaning these endings, which you can do to be clear, you could show, you know, different results for different endings. Um, each of these identified endings here in the doc, but I don't like to do that.
I like to have people go check their email. So you can't unfortunately duplicate endings, but what you can do is you can click. Uh, over here or let's just do it a simple way. We'll just hit the plus button and we need five total. So just go ahead and make your five. And then, uh, basically, uh, one thing I am going to do to make it a little simpler to make sense of is I am going to just write this isn't something you would actually want in a final, um, Version, because again, we're not showing the results on the page, but just for easier identification inside of type form.
I am going to add the, um, the outcome name itself just to the top. So it's easy to see, uh, as you'll see in the upcoming steps, um, it's just going to be easier to identify. So I do have to add back in each of these individual. Um, recalls, uh, name and email. I do also have to, um, turn off the share icon and then add each image.
So I wish you could duplicate, but obviously not quite a feature, that type form has added yet. Copy the button.
Copying this again, and we are doing this for each of the five
who knew quiz making could be. Tedious as this, I guess you only have to do this stuff once, obviously. Right? So we're turning off the share icons. We are adding the button.
Success again, you could theoretically have different images for each outcome. That's not my style.
It's going to copy the same information.
yeah. And me adding this, uh, the sort of outcome, the internal name for the outcome is nothing more than, uh, Something that'll just make it easier to work with these, uh, in the future.
By the time you're done with this, you really are going to be familiar with. Type form, which is a good thing. It's a very powerful tool. I really do. It's indispensable for me personally. I really use it for everything. I find it just very intuitive and powerful.
all right. Took a little bit of time, but we now have, um, five identical outcomes except for, um, obviously the only difference is we did, um, change the, the sort of thing at the top. To show, um, what outcome it is. And again, it's just to help, uh, in the future. The next thing to do is to adjust the scores. So you can see here, this is now saying negative eight to minus five.
That's not correct. We do need it to match this. So we, um, are that one seems to be correct, but we need to adjust this one and you can see when I click that blue. Score range thing. It pops up for all of them. So for sun showers, we're looking for a negative four to minus one negative four to minus one, neutral is from zero to zero.
And then I know sunshine is from one to four and this one is five to eight. So that's all of our endings properly mapped and we click save. And you can just see it here going with the scale that, uh, Oh, looks like I didn't quite get this one, right.
Five. This is also not right
one. So you just want to make sure it matches these scores. I think I got it this time. Yeah, that looks right. Okay. Now that, that is all done. Last thing with this is you do have to make sure that you click the publish button up here to save all those changes. It'll matter for the next step. Okay. The next thing that we need to do is we're actually going to dive into our convert kit account because we do have to do a few things there first.
So inside of our convert kit account, the first thing we need to do is we need to create a tag for each of the outcomes. So I'm just gonna do a little bit of like a shorthand, like HQ. You can see I've already done this, um, doom and gloom save, uh, create another tag and it's each cue. Some showers, click save again.
I already wrote these out for when I was testing to make sure how this worked. So unfortunately you will have to type it
Living the dream. Okay. So those are the five tags that we need, obviously, one for each outcome. And what we're going to end up doing is we're going to map each of these endings, even though it looks the same to the person completing it. Um, obviously again, once this is removed, this is just for testing right here.
But, um, each, uh, one of these is mapped to one of the tags, which then queues, uh, the proper email to be sent. So w with that, another thing that we do have to do is we have to add a custom field and you do this by clicking on one of your subscribers. If you do not have a subscriber, you can add yourself.
So just add your name and email. Uh, you do have to select a forum sequence or tag to add it to, I just suggest a tag. It doesn't really matter if it's just, you, obviously it matters a lot if you're adding somebody else here account manually, but if you're just adding yourself, You just have to select a tag.
It doesn't matter which one, but once you do have somebody, it doesn't matter who this doesn't make a difference, but you just need to click on them. Um, and then we need to add a new field and we're adding it under this, this person randomly, but just so you know, this does, um, uh, applied to every person.
So we're calling it the happiness quiz score. Um, and you don't need to give it a value. Um, we'll just click update subscriber, and you can see it's now an additional field in addition to first name and email. And even though I added it to this KJ, uh, person, if I go to any other subscriber, uh, this happiness quiz score has been sent, uh, You know, added to everybody's account.
It hasn't been, it filled in with a value, but it's just there for anybody that, uh, needs to update that information, which obviously is part of this process. That'll show you how to do automatically. Okay. So the next thing that we need to do is we're going to hop back into type form. And what we're going to do is we're going to click the integrate tab up here.
And then again for you, it might say apps. I find, it seems like the newer accounts, the newer more recently created accounts that says apps. But for me, it says integrate for whatever it is.
And here it's going to load in all of the possible integrations, um, that Typeform does. And what we're going to do is we're going to type. Convert kit just rather than scrolling. And again, in the simple example, if you watch that we use the Zapier connection, but with this, although it's a little bit more difficult, the good news is we don't need to use an additional service.
Uh, in Zapier, we're going to use the native connection, uh, integration that pig's a little bit of extra work, but, uh, at the end of the day, it's not the end of the world. So we're going to click the connect button here.
and we're going to go through a process here of connecting our Typeform account to convert kids. So you'll just follow along by clicking the same buttons I do. We need to give convert kit, basically access. That's what it's asking for here. So we click accept. Hey from connected. We go next and now it gives us instructions.
We need to give it our API secret API secret is like a fancy, hidden password for different apps to talk to one another. And it gives you instructions. If you're wanting to read it where to find it under your ConvertKit account account settings, and then show API secret. But I will show you here. So this is obviously you have to be logged into convert kit.
You click the top, right. And select account settings. And from there we have the API secret, we click show and we want to copy this value. Uh, something that might be confusing is there's an API key and an API secret. These are not the same thing. Uh, this needs the API secret. So now that we've copied that we're going to come back and work clinic, click new authentication, and then we're going to paste our API secret here and click create.
And it says convert kit is now connected. We click next and then here it's how would you like to map responses to tags? Now, as I said, we're mapping those different endings to these new tags that we created right here inside of convert kit. So, uh, what we're going to do is we're going to, um, map quiz endings to tags.
This is new builder only. This is that's only relevant. If you have an old pipe form account, I doubt many of you do, uh, just to walk through these other things. Uh, they're not useful necessarily for quizzes, but let me just go through a few mock scenarios, um, map all responses to a single tag, say you are using type form as a webinar signup form.
And you basically would want to create a tag in convert kit. That's, you know, happiness one Oh one webinar, and then you want everybody that's tagged or everyone that completes the type form to register for your webinar. They get pegged that inside of convert kit, which then would probably cue an automation inside a convert kit to say, send them the confirmation email with the link to join.
So that's what a single use tag, uh, mapping all responses to a single tag would be useful for. Um, uh, mapping multiple choice responses to a tag. Uh, the best example I could think of for this, there's probably lots of other uses for this, but say you're running, uh, a program where it mattered what gender someone was, just as an example.
So as part of the registration process, when you ask for their name and email and all that stuff, you could also ask a multiple choice question of their gender and you could have male, female, or other. Um, you could then create that male, female other tag in convert kit, and then you could map whatever they selected to their tags.
So then inside of convert kit, it would be attached to their account, what they had selected and registered with in type form. So that would be a use case of that. Again, for us, we're using mapping our quiz endings. That's why we created an ending for each, uh, of our outcomes. So that's the option we're going with.
Also would you like to update an existing subscriber? The answer to that is yes. So we're going to click next. Okay. Now we're going to map our quiz endings. As you can see here, this is why I put the titles at the top. I think it makes sense now. So for doom and gloom, we want to quit doom and gloom. You can see how smart I am for thinking ahead.
So we're just mapping each of these outcomes to each of these tags that we've already created. So that makes it much easier. You can imagine if I didn't write this at the top of each, it would just say success and we would have to remember the order, not the end of the world, but obviously not ideal. So there is that
don't need that one. So that's our five. So we click next. And then this is just where we're mapping the basic question. So convert it of email. That is better email. So we're just looking for that question. So that's that one. And we also ask for the first name, what's your first name right there. So that's just the mapping of those two fields to convert kit.
So then we click finish.
And that is our connection. All set up. If we were to research, convert kit in case yours, isn't you do want to make sure that this is now on. And that means that, uh, those responses are then going to be moved over. Now, that's not the end of what we need to do. We also need to head back to our convert kit account and we need to go to the automation section.
And we need to, uh, go to the rules up here. So rules are just a, another kind of powerful thing that can work. It allows you to do. And it's just going to allow us to, uh, change the custom field that we created here. We're going to change this custom field to, uh, the number to then cue the proper email to be sent.
So how we do that again, back in automations and rules, we're going to add a rule and we are going to select what a tag is added, which tag this one, uh, what do you want to do? We want to set a custom field. So when we set it to doom and gloom, we're going to set the happiness score just to negative eight.
It, it could be any of the values. Uh, within this range, but I'm just going to go for like the most extreme for each. Um, and that then we'll save that rule and we're going to do this for each of those tags. So living the dream. So for living the dream, you just want to make sure you use the right fields.
So living the dream is a positive eight. Save the rule.
Neutral custom field happiness score of zero. Okay.
Next one is sun showers and sun shower offers negative. Four is the lowest. Again, it could be any in that range, but we're going to go with,
and the last one walking on sunshine, and that is a four. Okay. So for any of you that watched the simple one, if you didn't watch the simple one, don't worry about this, but this is what SAP your handles all automatically for us. Hence why it makes it more simple. Um, but this is just a workaround. Okay. So now that our rules are officially set up, we can go back to the automations tab.
And, um, if any of you watched both the simpler, um, Version of the tutorial and this one, uh, the, it is actually a different automation that we are going to use. So again, if you're doing both, you do have to sort of follow along exactly and almost forget about and wipe away all the things you did for the, uh, other, um, version.
So if you're doing simpler, you have to forget about harder and all the things that comes with it and vice versa. Um, okay. So this is inside my automation. So I'm going to walk you through the automation itself. So, um, actually just start with, I'm going to go a little bit more rudimentary. Um, inside convert kit, you can create sequences.
You can think of these as like nurture sequences and you can see we have five here, one for each, uh, outcome of our quiz. Um, if I click on these. You can see the actual email contents. Now I'm going to show you one thing that's so cool about convert kit is you don't have to create all of this.
Uh, the amazing thing is I can share the automation itself and then all the, uh, sequences that I've created will come with it. So that's really cool. But I did want to just show you around a little bit. That these are sequences. So we only have one email here, uh, the sort of results thing. Again, it's very pared down.
There's no actual copy or anything. Um, but it's basically the results email, the first email, but you can add other emails. So if I, I just clicked out of email and then you could set when this goes, um, relative to the last one. So after a day or five days, whatever you wanted, um, Uh, days or hours, uh, all that stuff.
So you can create a whole sequence here. Right? So people get added to the sequence based on their results. And then again, you would send. Uh, as I'm saying different, uh, sequences. So that's really cool. Um, it's not something that we are, uh, actually going to look at here, um, with the, as far as like building out additional emails.
Uh, it's just, there's no point in me doing that because it's ultimately, so. Contextual to what you're doing. Um, so I just wanted to tell you that that's how you can add emails and then that's the sequence they get based on their response. So really pretty straight forward. And again, because I share the automation itself, which I'll show you that in a moment, um, and how to add it to your account, but all this is going to be just added to your account automatically.
So pretty sweet another setting within, uh, or the, to go to the settings, um, within the sequences. Is this option is something that's kind of important. So, uh, basically yes or no here. Just sets if, um, subscribers are able to restart the sequence multiple times or not. So we need this to be set to. Yes. And again, it will be for you because you're adding the automation.
So this is all automatically done for you, but I think it's important. I explained to you why these settings are important. So. Say somebody completes the assessment and they get doom and gloom response, and then they go back and they do it again. And they also, again get doom and gloom again, if this was set to no, they would not get this email again, which is obviously not the behavior we want.
We want that to set to, yes. Um, off the top of my head. The, when you'd want it to set to know is maybe there's an onboarding sequence that you only want someone to ever experienced once. And even if they completed that same form on your website, again, say that normally would add that into that sequence.
It would sort of block that and have them not experience it again because you don't want them to. So that's what that setting is. Um, Yeah. And then the reports tab, uh, is just, um, once you've had it sent out a lot, you'd be able to track all the open rates and stuff, minor sort of odd, like higher than a hundred percent open rate, uh, because I keep sending to the same person when I'm testing and sending this all up for you.
So that's why that is here. Yours won't look so weird. Um, yeah, so that's sequences and then sequences are kind of used inside of automations. So automations, uh, Are these more complex things that you can create to, um, yeah. Add tags, remove tags, unsubscribed people, a whole bunch of different things. Uh, automations are super powerful.
I could teach a whole course on convert kit automations, but that is for another day. Um, but you will see that we have a specific automation specific to the harder path here. Um, for those of you coming from the simpler, it is different. Um, but let me just open this up and I will walk you through this just so you understand it.
And it probably looks a little complicated and funky, but, um, it's actually not that complex at all. Uh, And the good news again, there's going to be a link right below this video in the learning portal where this link is going to show for you, that you can click and just add it to your account. And I'll even actually show you at the end of this, how it looks to add to your account.
So what this is, I'm just going to talk about what's happening at a high level here. It's not too complicated, but this is the starting point for our automation. And it's, um, whenever the doom and gloom, whichever tag is added, um, those, one of those five email, uh, five tags that we created at the start that are then mapped to our Typeform outcomes.
It's, there's a automation start point for each of these, um, Tags each of these outcomes. So they should look familiar to you, doom and gloom, sun showers, neutral, walking on sunshine and live in the dream. These are all our outcomes of our quiz that you can see here. Now, what happens is the first step. Um, obviously whichever one is true is the path that is taken.
So that's why they call it a visual automation, um, system with convert kit, which is really handy because you can imagine if it. It might look complicated now, but imagine if it wasn't visual, it would be very difficult to track. So what happens is let's just go down one track because it's simpler and then it's the same for all the others.
So what happens is say someone completes the quiz, they get the doom and gloom that tag is added to them, uh, via the Typeform integration. The first thing that happens. Is that specific sequence is sent to them. Right? So this should look familiar. This is our sequence. If you added emails, it's all here. Um, the next step that happens is we add a generic happiness quiz, um, tag.
And this is just as a sort of in-between, um, thing. I don't know. Uh it's just to make sure that it's to make the automation work properly. So I need to, how to have a filler tag. So, um, Yeah, I guess it's kind of complicated why I need that, but that's why I make the automation for you. And then the next thing they do it does is it actually removes the tag.
And that's why we have to add this other generic tag. Um, because
yeah, if we didn't remove this tag and someone completed the assessment again and got the same result, the tag. Um, would already be on the account. So it type form would add it convert kit, you know, between the conversation that they have between the two computers or whatever it says. Oh, no worries about that tag.
I don't need to apply it because it's already there. And because of that, that means that the, the automation won't be cute again. So that's why we have to create this. Generic happiness quiz tag as a sort of middleman to hold space so that we can remove, um, the tag here, the specific outcome type tag. So that then if someone repeats the quiz and gets the same results over and over again, a million times they'll get the email that they're meant to.
So that's the automation relatively. Simple. And, um, if you hadn't created this generic tag, um, I actually can't remember if I told you to or not. So my apologies. Um, but if you haven't, you just come back to create a tag, I already have it here, but you create a tag and you just call it happiness quiz and click save.
So I already obviously have that. So that is the automation. It, um, Is, yeah, not too complicated truthfully, but one thing to note going forward, this isn't relevant for us right now, but if your quiz has more than five outcomes, you'd have to split it, um, over different automations. Cause five is the maximum.
Uh, I actually didn't know that, but my, uh, our sample happiness quiz happens to have five. So it's a non-issue, but if you have six, you can see. I'm getting that arrow and I hover over here, you can only add five items in a row. So yeah. So that's the automation. Now let's show you how easy it is to add it to your specific account.
So this link, you don't have to worry about it. It's going to be linked down below, but I do want to show you what it looks like to add it to your account because it's really easy, which is cool. Um, I am going to log. Out of this account and just log into my other one, because I want to show you what it actually looks like, um, to add it to your account.
So just on a new tab for me, but obviously for you, um, you'll just click the link. So this is that link. You don't have to remember. It's going to be linked below you just click it. But so this is what it'll look like when you click it. So, first of all, it brings you to this cool little page saying that this was shared by massively human that's our account page.
So that's why it says that you can even look at and kind of preview the automation, which to me is pretty cool. Um, And then when you're ready, you just click use this automation and then you can see it's copying the automation to your account. And the coolest part to me is, okay, well, here we are, it's already done.
Um, but the coolest thing is not only does it add the automation, but as I had said previously, it also added all of the related sequences. So you can see them here. I have other sequences in this account, but you can see. That they're all added. So it's just like all automatic. It's so cool. Um, so the last thing you want to do, because we're going to get ready to actually start testing this because, um, that was kind of most of the work.
We just have to make sure it all works. So when you do import it into your account, It does turn it off by default. You will want to turn the automation on. It'll give you a warning. That's okay. You just say turn on. So you want to make sure that in your account it says live and that means we can begin testing our quiz and make sure we're getting our proper results sent to us.
All right. So we have all of our various automations, uh, turned on, obviously for this one. Um, I have both samples, but you just need to make sure that your, uh, Harder automation is on if that's which one you're using, um, the sequences that have all been preloaded things to that great feature of convert kit, and then our rules are all in place.
Um, which is really awesome. So again, it's time to just test, so this should be fun. Um, I, if we go back to convert kit or, uh, excuse me, type form, um, and I'm just going to go to the share tab. And just copy the link. I actually already have it open. Um, so here it is. Um, obviously just one last check in your integrate or apps, um, section.
Let's just confirm that our convert kit native integration is turned on by searching convert kit. And we just want to make sure that that check Mark is there and it is so we should be golden. So let's give this a test, um, just to refresh, to make sure we've got the latest, but, uh, let's do this fingers crossed.
Um, let's start with. Doing an option that we know what to expect as far as a confirmation. So I'm going to select all of the most negative options so that we get a score of negative eight, which should then bring us the, um, doom and gloom email. Okay. So we're going to click okay. Except, and we'll submit.
So. Again, this is still here. You will want to remove this. It's still good to for testing though. So just a reminder, but if I go to my convert kit account, I do have to actually refresh, but I should see. Yep. So this was added. Um, this is the email I did, and you can see doom and gloom was added. So our integration between Typeform and convert kit worked because that was the ending I got, and that is the tag it applied, but you can also see my happiness quiz score was.
Uh, set to negative eight, which is thanks to our rules that we set up. And if I click the automations tab over here, you can see for this subscriber, I'm currently active in the, uh, proper automation. So, you know, it's working away and you can also see the sequence I'm involved in. I'm active in the doom and gloom sequence.
So I shouldn't be expecting an email. Um, At any moment. So hopefully it doesn't take long because I want this to stay in real time. Um, and what do they say about a watched pot? Never boils or, Oh, there we go. It came. Okay. So I'll just bring this over. This is my email that I used and you can see. Okay. Uh, your results are ready.
And look at that doom and gloom. So, and then for testing purposes, I have the score being displayed. So it actually worked, but let's first, let's start with the most complicated test and that would be to, um, Well, actually our reminder about how the automation works. It adds the doom and gloom right from the Typeform, but then it adds that happiness quiz, generic tag, and then it removes the doom and gloom tags.
So because, um, ConvertKit's not like real time. I'll have to refresh. So when I refresh, if everything in the automation worked properly and there's no reason why it wouldn't, but I'm just talking you through this. This tag should be not no longer here. And just the generic happiness quiz tag should be there.
And the, this should switch to a completed as should the sequence. So if I click refresh, these are all the things we should see. So first of all, the tag is proper happiness quiz. The sequence is complete, the automation is complete. So. That's great. The automation worked. So the main thing that we want to make sure still works is if I complete the quiz again and get the same outcome, I need to still receive the email again.
And that is, um, an important thing. And one of the more complex problems I had to solve when I was creating this automation for you, um, I went through a few iterations. And had to get creative, um, to make sure this works. So I selected all the same answers, right. So we should be getting to the doom and gloom, right.
Which I did type firms doing its job, no issues, obviously, but now here I should go back and get the same sequence again, even though I already received it.
So if I refresh, I should see the doom and gloom,
you can see it is there. And this happiness quiz, a tag will remain that's okay. Um, I'm back active under that automation and I'm back active under the doom and gloom sequence. So it's just about waiting for the email to come through. Um, I guess the worked last time, um, uh, boiled pot, never. What is it? A boiled?
No, a watched pot. Never boils. Uh, let's refresh and see if it worked. Nope, not yet.
It's true. A watched pot, never boils.
So because of these little delays that happen with automations and stuff, that's why I like to say on the type form itself, like just wait 10 minutes, even though it should be more like two or something like that. It's just good to say it. And Oh, it looks like I got an email. So there we go. Your results already.
So we should be seeing that same doom and gloom and it works great news. Okay. Let's just, um, continue to. Make sure this works and let's get a different option to make sure we still get the proper outcome. So for this one, I'm going to select maybe just all the most positive ones. So we should get, um, the living, the dream outcome.
so I did obviously on type farm, which is good. So now here, what we should be seeing is, um, we should be seeing the living the dream tag. Right. So if I refresh. We see the living, the dream tag. That's great. And now you can see the sequence that I'm in active in is living the dream and I should be back active here.
So one thing, um, And you can see my happiness score. Sorry. I should also say my happiness score change from negative eight to positive eight because that's the value associated with our rules to this tag. So that's also working. So in that email at the bottom where I display the happiness quiz score, we should see a positive eight this time as well.
But one thing that is great, um, is if you ever were curious. To look up one of your subscribers and just to see how many quizzes they did and maybe all the results they ever got, because obviously the, the happiness quiz score is only the most recent one completed, but it will always track all the sequences that this person has ever been subscribed to.
So, Um, it'll probably grow over time, but you would be able to see all the happiness quiz types that they would have received under this sequences tab. So it looks like I got an email here, results already Carson and living the dream with a score of positive eight. So it looks like everything worked perfectly.
That is sweet. So I mean, how cool is that? We, uh, created a quiz. We, he, um, took the perhaps road less traveled and took a few extra steps on this harder path. We avoided adding another, uh, application for both cost and complexity reasons by avoiding Zapier and instead using, um, uh, convert kit's rules. So now we have a functioning quiz that sends.
Uh, a certain nurture sequence, depending on the results of a quiz that is really powerful. So, uh, very exciting, great job.